Salesforce Course Material (Theoretical and Practical)

(App, Object, Tabs, Field, Relationships, Layouts, Record Type, Formulas, Validation, Button) 6
App Manager
An app is a collection of items that work together to serve a particular function. The App Manager is a go-to place for
managing apps for Lightning Experience. It shows all your connected apps and Salesforce apps.
Use the Lightning Experience App Manager to:

• View all your Salesforce apps.

• Create Lightning apps or connected apps
• See which apps are visible in Lightning Experience
• Easily manage apps
Practical/Lab Task 1
Creating Lightning App

1. From the Home tab in Setup, enter App in the Quick Find box, then select App Manager.
2. Click New Lightning App.
3. Walk through the Lightning App Wizard, creating an app with these parameters.

App Name Airline Management

Description This is an Airline Solution

Image Select the Company Logo from your local drive

Use a JPG, PNG, BMP, or GIF image that’s smaller than 5 MB. For best results, upload an
image that’s 128 by 128 pixels. Images larger than the maximum display of 128 by 128 pixels
are automatically resized.

Primary hex color value #151FC4

App options Leave as-is.
Utility items Don’t add any.
Navigation items to include Don’t add any.
in the app (in this order)
Assigned to user profile System Administrator or All

1
Capital Info Solutions
Shyamala Plaza, Behind Mythrivanam, Amerpet, Hyderabad, Telangana State, INDIA. Ph: 8686864286
 4. Click Save and Finish to exit the wizard.
5. Click App Launcher icon to open the App Launcher, and select Airline Management app

Object
Objects are database tables that allow us to store data specific to the organization in salesforce.
Two type of objects in Salesforce. They are.
1. Standard Objects: The objects provided by salesforce.com is called standard objects. Examples of standard objects are
accounts, contacts, opportunities, Leads, products, campaigns, cases, users, contracts, Report, and dashboards, etc.
2. Custom Object: The objects created by us are called custom objects. Custom objects store information that is unique and
important to your organization. Custom objects are the heart of any application. Custom objects provide a structure for
sharing data.
3. External Objects : An external object is similar to custom objects, except that it maps to data that’s stored outside your
Salesforce organization.

2
Capital Info Solutions
Shyamala Plaza, Behind Mythrivanam, Amerpet, Hyderabad, Telangana State, INDIA. Ph: 8686864286
The Object Manager is a streamlined tool that lets admins access object management settings for both standard and
custom objects. Object management settings include customizations like fields, page layouts, and compact layouts. The
Object Manager is available only in Lightning Experience.

Practical/Lab Task 2
Creating Custom Object
01. Click Setup. Click Object and Fields and Click Object Manager.
02. Click on Create and Select Custom Object
03. Fill the details as given below

04. Click Save

3
Capital Info Solutions
Shyamala Plaza, Behind Mythrivanam, Amerpet, Hyderabad, Telangana State, INDIA. Ph: 8686864286
 Practical/Lab Task 3
Creating Custom Fields
01. Click Setup. Click Object and Fields and Click Object Manager.
02. Click on the custom object created on the above task 2.
03. Click on Fields & Relationships and Click on New.
04. Select the data type needed as per business requirement from the list given below
TYPE DESCRIPTION
Automatically assigns a unique number to each record. The maximum length of any auto-number field is 30
Auto Number characters, 20 of which are reserved for prefix or suffix text. Not available for external objects.
Allows users to check a box, indicating a true or false attribute of a record. When using a checkbox field for a report
or list view filter, use “True” for checked values and “False” for unchecked values. The Data Import Wizard and the
Checkbox weekly export tool use “1” for checked values and “0” for unchecked values.
Allows users to enter a currency amount. The system automatically formats the field as a currency amount. This
formatting is useful if you export data to a spreadsheet application. Not available for external objects.
Currency
Allows users to enter a date or pick a date from a popup calendar. In reports, you can limit the data by specific dates
Date using any custom date field.
Date/Time Allows users to enter a date or pick a date from a popup calendar and enter a time of day.
Allows users to enter an email address of up to 80 characters, which is validated to ensure proper format. If this
field is specified for contacts or leads, users can choose the address when clicking Send an Email. You can't use
custom email addresses for mass emails.
Email
Allows users to automatically calculate values based on other values or fields such as merge fields. Not available for
external objects.
Formula
Allows users to specify a location by its latitude and longitude. Geolocation is a compound field that counts toward
your org’s limits as three custom fields: one for latitude, one for longitude, and one for internal use. Not available
Geolocation for external objects.
Creates a hierarchical lookup relationship between users. Allows users to use a lookup field to associate one user
Hierarchical with another that neither directly nor indirectly refers to itself. For example, you can create a custom hierarchical
Relationship relationship field to store each user's direct manager.
Creates a relationship between two records so you can associate them with each other. For example, opportunities
have a lookup relationship with cases that lets you associate a particular case with an opportunity.

• On a standard or custom object, a lookup relationship creates a field that allows users to click a lookup icon
and select another record from a popup window.
• On an external object, the lookup relationship field references 18-character Salesforce IDs that are stored
in an external data source. Those IDs are matched against the parent object to determine which records
are related to each other.

On the parent record, you can display a related list to show all of the records that are linked to it. You can create
lookup relationship fields that link to users, standard objects, or custom objects. If a lookup field references a record
that has been deleted, Salesforce clears the value of the lookup field by default. Alternatively, you can choose to
prevent records from being deleted if they’re in a lookup relationship.

Lookup relationship fields are not available in Personal Edition.

Lookup Lookup relationship fields to campaign members are not available; however, lookup relationship fields from
Relationship campaign members to standard or custom objects are available.

4
Capital Info Solutions
Shyamala Plaza, Behind Mythrivanam, Amerpet, Hyderabad, Telangana State, INDIA. Ph: 8686864286
TYPE DESCRIPTION
Creates a relationship between records where the master record controls certain behaviors of the detail record
such as record deletion and security.

Not available for standard objects or external objects, although you can create a master-detail relationship field on
a custom object that links to a standard object.
Master-Detail
Relationship Master-detail relationships cannot be used with campaign members.
Number Allows users to enter any number. This number is treated as a real number and any leading zeros are removed.
Allows users to enter a percentage number as a decimal—for example, 0.10. The system automatically converts the
Percent decimal to a percentage—for example, 10%.
Allows users to enter any phone number. Character limit is 40.

Salesforce automatically formats it as a phone number.

If you are using Salesforce CRM Call Center, custom phone fields are displayed with the button, allowing click-to-
Phone dial functionality. Therefore, Salesforce recommends that you do not use a custom phone field for fax numbers.
Lets users select a single value from a list that you define. Available for external objects only with the cross-org
Picklist adapter for Salesforce Connect.
Picklist (Multi- Allows users to select more than one picklist value from a list that you define. These fields display each value
select) separated by a semicolon. Available for external objects only with the cross-org adapter for Salesforce Connect.
Automatically displays the record count of related records or calculates the sum, minimum, or maximum value of
related records. The records must be directly related to the selected record and on the detail side of a custom
master-detail relationship with the object that contains the roll-up summary field. For example, a custom field
Roll-Up called “Total Number of Guests” displays the number of guest custom object records in the Guests related list. Not
Summary available for external objects.
Allows users to enter any combination of letters, numbers, or symbols. You can set a maximum length, up to 255
Text characters.
Allows users to enter any combination of letters, numbers, or symbols that are stored in encrypted form. You can
set a maximum length of up to 175 characters. Encrypted fields are encrypted with 128-bit master keys and use the
Text Advanced Encryption Standard (AES) algorithm. You can archive, delete, and import your master encryption key. To
(Encrypted) enable master encryption key management, contact Salesforce. Not available for external objects.
Text Area Allows users to enter up to 255 characters that display on separate lines similar to a Description field.
Allows users to enter up to 131,072 characters that display on separate lines similar to a Description field. You can
set the length of this field type to a lower limit, if desired. Any length from 256 to 131,072 characters is allowed. The
default is 32,768 characters. Every time you press Enter within a long text area field, a line break, and a return
character are added to the text. These two characters count toward the 131,072 character limit. This data type is
Text Area not available for activities or products on opportunities. The first 999 characters in a rich text area or a long text
(Long) area are displayed in a report.
With the use of a toolbar, users can format the field content and add images and hyperlinks. The toolbar allows the
user to undo, redo, bold, italicize, underline, strike-out, add a hyperlink, upload or link to an image, modify
alignment, add a numbered or non-numbered list, indent, and outdent. The maximum field size is 131,072
characters, inclusive of all the formatting and HTML tags. The first 999 characters in a rich text area or a long text
area are displayed in a report. The maximum size for uploaded images is 1 MB. Only gif, jpeg and png file types are
supported. Not available for external objects. There are visual and formatting differences for rich text areas in
Text Area (Rich) Lightning Experience and the Salesforce app, compared to Salesforce Classic.
Allows users to enter a time of day, including hours, minutes, second, and milliseconds. Append a “Z” at the end to
denote Greenwich Mean Time (GMT).17:30:45.125, 17:30:45, 17:30, and 17:30:45Z are all examples of valid entries.
The time displays in a 12-hour notation with AM or PM. The displayed time depends on the Locale setting on the
Time Company Information page in Setup.
Allows users to enter up to 255 characters of any valid website address. Only the first 50 characters are displayed on
the record detail pages. When a user clicks the field in Salesforce Classic, the URL opens in a separate browser
URL window. In Lightning Experience, internal URLs open in the same window and external URLs open in a separate

5
Capital Info Solutions
Shyamala Plaza, Behind Mythrivanam, Amerpet, Hyderabad, Telangana State, INDIA. Ph: 8686864286
TYPE DESCRIPTION
browser window. In Salesforce console apps, the URL opens in a new workspace tab. In Lightning console apps,
internal URLs open in a new workspace tab and external URLs open in a separate browser window.
05. Enter the label, Field Size(If any) (Select if Unique, Mandate , External Id) or help text as required. Click next
06. Click next on Profile screen , Click Save on Page layout screen. Save and New if you want to create more fields.

Page Layouts

Representation of fields, buttons and interactive action for a tab is called page layout.
Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on
object record pages.
Lightning pages are a collection of Lightning components arranged in regions on the page. You can customize the structure
of the page and the position of its components with the Lightning App Builder
The page layout editor lets you:

• Control which fields, lists of related records, and custom links users see
• Customize the order that the fields appear in the page details
• Determine whether fields are visible, read only, or required
• Control which standard and custom buttons appear on records and related lists
• Control which quick actions appear on the page

Practical/Lab Task 4
Creating Layout
1. From Setup, click Object Manager under Object and Fields.
2. Click on the Object (Passenger) then click Page Layouts.
3. There’s default layout (Passenger layout)
4. Click New.
5. You have two options at this point. You can create a page layout from scratch, or you can choose an
existing(Default Layout) page layout to clone
6. Name the new layout(Eg: Walkin Passenger Layout).
7. Click Save.
8. Drag and Drop the section as per requirement.
9. Drag and drop fields to respective section as per requirement.
10. Click save to save your layout. (Screen shot as given below)
11. Click on Page Layout Assignment and then click on Edit Assignment
12. Choose the Layout that you want to display for profiles and then Click Save

6
Capital Info Solutions
Shyamala Plaza, Behind Mythrivanam, Amerpet, Hyderabad, Telangana State, INDIA. Ph: 8686864286
Record Types

Picklist value to assign multiple page layout to a single profile.

Record types offers different business processes, picklist values, and page layouts to different users.

Practical/Lab Task 5
Creating Record Types
01. From Setup, click Object Manager under Object and Fields.
02. Click on the Object (Passenger) then click Record Type.
03. Click New and fill in the details.
04. Select Record Types, click New, and fill in the details.

Field Value
Existing Record Master
Type
7
Capital Info Solutions
Shyamala Plaza, Behind Mythrivanam, Amerpet, Hyderabad, Telangana State, INDIA. Ph: 8686864286
Field Value
Record Type Normal Passenger
Label
Description Use this form to register Normal/Walkin
passengers
Active select

05. In the Enable for Profile column, select All

profiles.
06. Click Next.
07. Ensure that the Apply one layout to all profiles radio button is selected.
08. From the Select Page Layout list, select the layout created in lab task 4 (Walkin Passenger Layout)
09. Click Save.
10. Repeats the exercise with more record type if required

Search Layout

search layouts customize which Sobject fields to display for users in search results, look up dialogs, and the lists on
custom tab home pages. We can also specify a different set of fields to show in each searchlayout. The settings apply to
all users in your organization. And also we can specify which buttons to display in custom list views.

Some important points:

• We can add up to 10 fields in this layouts.

• These layouts don’t apply to campaign members, opportunity teams & account teams.
• We can’t remove unique identifying fields like Account Name or Case Number, from the search layouts. These fields
must be listed first in the order.
• We can‘t add long text fields such as Description, Solution Details, or custom long text area fields.
• Formula fields are not available in search result layouts.

Practical/Lab Task 6
Creating Search Layout
01. From Setup, click Object Manager under Object and Fields.
02. Click on the Object (Passenger) then click Search Layout.
03. Click Edit next to the layout you want to customize: search results, lookup dialogs, recent records lists on tab home
pages in Salesforce Classic, lookup phone dialogs, list views, and search filter fields.
04. For list view and search results layouts, select the standard or custom buttons you want to display. To hide a
standard button on the list view, deselect it. Standard buttons aren't available on search result layouts.
05. Move fields between Available Fields and Selected Fields.
a. To customize which fields display in the layout, select one or more fields and click Add or Remove.
b. To sort fields in the layout, select one or more fields in Selected Fields and click Up or Down.
c. To select multiple fields individually, use CTRL+click.
d. To select multiple fields as a group, use SHIFT+click.
e. To customize which items display in the layout, select the item and click Add or Remove.
8
Capital Info Solutions
Shyamala Plaza, Behind Mythrivanam, Amerpet, Hyderabad, Telangana State, INDIA. Ph: 8686864286
 f. To sort items in the layout, select the item and click Up or Down
06. Click Save.

Field Set

A field set is a grouping of fields. For example, you could have a field set that contains fields describing a user's first
name, middle name, last name, and business title. When a field set is added to a Visualforce page, developers can
loop over its fields and render them.

Fields added to a field set can be in one of two categories:

• If a field is marked as Available for the Field Set, it exists in the field set, but the developer hasn’t presented
it on the packaged Visualforce page. Administrators can display the field after the field set is deployed by
moving it from the Available column to the In the Field Set column.
• If a field is marked as In the Field Set, the developer has rendered the field on the packaged Visualforce
page by default. Administrators can remove the field from the page after the field set is deployed by
removing it from the In the Field Set column.

Practical/Lab Task 8
Creating Field Set
01. From Setup, click Object Manager under Object and Fields.
02. Click on the Object (Passenger) then click Fieldset.
03. click New. Enter a Field Set Label.
04. In the Where is this used? area, provide a brief description of which Visualforce pages use the field set, and for what
purpose.
05. Save your changes.
06. To add fields to the field set, drag the fields from the object palette and drop them into the Available for the Field
Set or the In the Field Set container. The fields in the Available for the Field Set container are not initially visible on
the Visualforce page. The fields in the In the Field Set container are visible by default.
07. To remove a field from the field set, drag the element back to the object palette, or click the icon next to the
element.
08. To make a field required, double click the element or click the wrench icon ( ) next to it and select the Required
checkbox.
09. Save your changes.

Validation Rules

Validation rules verify that data entered by users in records meet the standards you specify before they can save it. A
validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of
“True” or “False.” Validation rules can also include error messages to display to users when they enter invalid values based
on specified criteria. Using these rules effectively contributes to quality data.
Validation Rules Examples :
01. To Check length of a text field
9
Capital Info Solutions
Shyamala Plaza, Behind Mythrivanam, Amerpet, Hyderabad, Telangana State, INDIA. Ph: 8686864286
 ➢ LEN( AccountNumber) != 8 if The field Account Number is Text field.
➢ LEN( Text(AccountNumber)) != 8 if The field Account Number is Number field.

02. Validates that the Account Number is numeric if not blank.

➢ AND( NOT(ISBLANK(AccountNumber)),NOT(ISNUMBER(AccountNumber)))

03. Validates that a custom date field contains a date within the current year
➢ YEAR( My_Date__c ) <> YEAR ( TODAY() )

04. Validates that the range between two custom fields, Salary Min and Salary Max, is no greater than $20,000.
➢ (Salary_Max__c - Salary_Min__c) > 20000

05. Validates a custom field called Web Site to ensure that its last four characters are in an explicit set of valid website
extensions.
➢ OR(
RIGHT( Web_Site__c, 4) <> ".COM",
RIGHT( Web_Site__c, 4) <> ".com",
RIGHT( Web_Site__c, 4) <> ".ORG",
RIGHT( Web_Site__c, 4) <> ".org",
RIGHT( Web_Site__c, 4) <> ".NET",
RIGHT( Web_Site__c, 4) <> ".net"
)
06. If a case is already open, prevents the Status from being changed back to “New.”
➢ AND(
ISCHANGED( Status ),
NOT(ISPICKVAL(PRIORVALUE( Status ), "New")),
ISPICKVAL( Status, "New")
)
07. Prevents users from entering offensive language when posting a comment.
➢ OR(CONTAINS(CommentBody , 'idoit'), CONTAINS(CommentBody, 'Stupid'))

08. Validates that the contact Mailing Street, Mailing City, and Mailing Country are provided.
➢ OR(
ISBLANK( MailingStreet ),
ISBLANK( MailingCity ),
ISBLANK( MailingCountry )
)

09. Validates that the contact Mailing Street is provided.

➢ ISBLANK( MailingStreet )

10. Phone Number Has Ten Digits

➢ NOT(REGEX(Phone, "\\D*?(\\d\\D*?){10}"))
➢ OR(LEN(Mobile__c)>10 ,LEN(Mobile__c)< 10 )

10
Capital Info Solutions
Shyamala Plaza, Behind Mythrivanam, Amerpet, Hyderabad, Telangana State, INDIA. Ph: 8686864286
11. Prevents users from saving software products with a discount over 10 percent.
➢ AND(Line_Discount__c > 0.10, ISPICKVAL(Product2.Family, "Software"))
12. Date Must Be a Weekday.
➢ CASE(MOD( My_Date__c - DATE(1900, 1, 7), 7),
0, 0,
6, 0,
1) = 0
13. Date Must Be a Weekend Day
➢ CASE( MOD( My_Date__c - DATE(1900, 1, 7), 7),
0, 1,
6, 1,
0) = 0
14. Date Must Be in the Current Month
➢ OR (
YEAR( My_Date__c ) <> YEAR ( TODAY() ),
MONTH( My_Date__c ) <> MONTH ( TODAY() )
)
15. Date Must Be the Last Day of the Month
➢ DAY(My_Date__c) <>
IF(Month(My_Date__c)=12, 31, DAY(DATE(YEAR(My_Date__c),MONTH(My_Date__c)+1,1) - 1))

16. Prohibit Changes to a Field After It Has Been Saved

➢ AND(
NOT( ISNEW() ),
ISCHANGED( Guaranteed_Rate__c )
)
17. Validates that a custom text field called SSN is formatted in 999-99-9999 number
➢ NOT(
OR(
ISBLANK(Social_Security_Number__c),
REGEX( Social_Security_Number__c , "[0-9]{3}-[0-9]{2}-[0-9]{4}")
)
)
18. Valid Credit Card Number 9999-9999-9999-9999 or 9999999999999999 number format
➢ NOT( REGEX( Credit_Card_Number__c , "(((\\d{4}-){3}\\d{4})|\\d{16})?"))

19. Only Record Owner Can Change Field

➢ AND(
ISCHANGED( Personal_Goal__c ),
Owner <> $User.Id
)

20. Only Record Owner or Administrator Can Change Field

➢ AND( ISCHANGED( Personal_Goal__c ), Owner <> $User.Id, $Profile.Name <>
"Custom: System Admin" )
11
Capital Info Solutions
Shyamala Plaza, Behind Mythrivanam, Amerpet, Hyderabad, Telangana State, INDIA. Ph: 8686864286
21. Opportunity Close Date Can Only Be Back-Dated by Administrator.
➢ AND(
OR (
ISNEW(),
ISCHANGED( CloseDate )),
CloseDate < DATE( YEAR(TODAY()), MONTH(TODAY()), 1),
$Profile.Name <> "Custom: System Admin"
)
22. Email Check (With NOT,AND CONTAINS- Function) :
➢ NOT(AND(CONTAINS( Email_Address_To__c , "@"),CONTAINS( Email_Address_To__c , ".")))

23. Email(with Java REGEX function) :

➢ NOT(REGEX( Email_2__c ,'([a-zA-Z0-9_\\-\\.]+)@((\\[a-z]{1,3}\\.[a-z]{1,3}\\.[a-z]{1,3}\\.)|(([a-zA-Z0-9\\-]+\\.)+))([a-zA-
Z]{2,4}|[0-9]{1,3})'))

24. Validates that the account Billing State/Province is a valid two-character abbreviation if Billing Country is US, USA,
or blank.
➢ AND (
OR(BillingCountry = "US", BillingCountry="USA", ISBLANK(BillingCountry)),
OR(
LEN(BillingState) < 2,
NOT(
CONTAINS("AL:AK:AZ:AR:CA:CO:CT:DE:DC:FL:GA:HI:ID:" &
"IL:IN:IA:KS:KY:LA:ME:MD:MA:MI:MN:MS:MO:MT:NE:NV:NH:" &
"NJ:NM:NY:NC:ND:OH:OK:OR:PA:RI:SC:SD:TN:TX:UT:VT:VA:" &
"WA:WV:WI:WY", BillingState)
)))

25. Validates that the account Billing Country is a valid ISO 3166 two-letter code.
➢ OR(
LEN(BillingCountry) = 1,
NOT(
CONTAINS(
"AF:AX:AL:DZ:AS:AD:AO:AI:AQ:AG:AR:AM:" &
"AW:AU:AZ:BS:BH:BD:BB:BY:BE:BZ:BJ:BM:BT:BO:" &
"BA:BW:BV:BR:IO:BN:BG:BF:BI:KH:CM:CA:CV:KY:" &
"CF:TD:CL:CN:CX:CC:CO:KM:CG:CD:CK:CR:CI:HR:" &
"CU:CY:CZ:DK:DJ:DM:DO:EC:EG:SV:GQ:ER:EE:ET:FK:" &
"FO:FJ:FI:FR:GF:PF:TF:GA:GM:GE:DE:GH:GI:GR:GL:" &
"GD:GP:GU:GT:GG:GN:GW:GY:HT:HM:VA:HN:HK:HU:" &
"IS:IN:ID:IR:IQ:IE:IM:IL:IT:JM:JP:JE:JO:KZ:KE:KI:" &
"KP:KR:KW:KG:LA:LV:LB:LS:LR:LY:LI:LT:LU:MO:MK:" &
"MG:MW:MY:MV:ML:MT:MH:MQ:MR:MU:YT:MX:FM:MD:MC:" &
"MC:MN:ME:MS:MA:MZ:MM:MA:NR:NP:NL:AN:NC:NZ:NI:" &
12
Capital Info Solutions
Shyamala Plaza, Behind Mythrivanam, Amerpet, Hyderabad, Telangana State, INDIA. Ph: 8686864286
 "NE:NG:NU:NF:MP:NO:OM:PK:PW:PS:PA:PG:PY:PE:PH:" &
"PN:PL:PT:PR:QA:RE:RO:RU:RW:SH:KN:LC:PM:VC:WS:" &
"SM:ST:SA:SN:RS:SC:SL:SG:SK:SI:SB:SO:ZA:GS:ES:" &
"LK:SD:SR:SJ:SZ:SE:CH:SY:TW:TJ:TZ:TH:TL:TG:TK:" &
"TO:TT:TN:TR:TM:TC:TV:UG:UA:AE:GB:US:UM:UY:UZ:" &
"VU:VE:VN:VG:VI:WF:EH:YE:ZM:ZW",
BillingCountry)))
Practical/Lab Task 9
Creating Validation Rules

01. From Setup, click Object Manager under Object and Fields.
02. Click on the Object (Passenger) then click Validation Rules. Fill as given below and Save.

13
Capital Info Solutions
Shyamala Plaza, Behind Mythrivanam, Amerpet, Hyderabad, Telangana State, INDIA. Ph: 8686864286
Relationships

Connecting one or more object is called relationship.

Master-detail Relationship (Parental / Cascading Relationship)
Any action raken on the parent object is passed to child object. It is a strongly coupled relationship among Salesforce
objects, which means if a master record gets deleted, then the child records associated with it are also deleted. In this type
of relationship, the parent record controls the behavior of the child record regarding visibility and sharing. It means the
security setting of a parent object applies to the child object.
When there is a master-detail relationship between two objects, you can create a unique type of field over the master
object, called Roll-up summary. A roll-up summary field allows us to calculate values from child records, such as the
number of child records linked to a parent record.
Lookup Relationship
It is a loosely coupled relationship among Salesforce objects, which means even if a parent record gets deleted, the child
records remain in the system. Here, both the parent and child have their own sharing settings and security controls.

Difference between master-detail and lookup relationships

Lookup relationship Master-detail relationship

Loosely coupled. Strongly coupled.

Roll-up summary field cannot be created. Roll-up summary field can be created.

Parent record is not required while creating a

Parent record is always required in order to create a child record.
child record.

Lookup fields are not required on the page Master-detail field is always required on the page layout of the detail

layout of the detail record. record.

Standard object record can be on the detail

Standard object record cannot be a child.
side of a custom object in a lookup relationship.

Parent controls the record ownership of child records. The owner field is

By default record ownership of child records is not available on the detail record in master-detail relationship queues,

not controlled by the parent. sharing rules and manual sharing is not possible for detail records as it

requires the owner field.

You can have a child record without a parent. You cannot have a child record without a parent.

14
Capital Info Solutions
Shyamala Plaza, Behind Mythrivanam, Amerpet, Hyderabad, Telangana State, INDIA. Ph: 8686864286
 You can have a maximum of 40 (38 If M:D
You can have a maximum of two master details on an object.
used) lookups on an object.

No cascade delete. Cascade delete.

Junction Relationship:
The many-to-many relationship
in Salesforce allows us to link a
child record to multiple parents.

Practical/Lab Task 11
Creating Relationships
Create a Lookup Relationship
01. From Setup, click Object Manager under Object and Fields.
02. Click on the Object (Tickets) then click Fields & Relationships..
03. Click New.
04. Choose Lookup Relationship and click Next.
05. For Related To, choose Payments
06. Click Next.
07. For Field Name and click Next.
08. Click Next, Next, and Save & New.

15
Capital Info Solutions
Shyamala Plaza, Behind Mythrivanam, Amerpet, Hyderabad, Telangana State, INDIA. Ph: 8686864286
Create a Master-Detail Relationship
09. Select Object (Payment) click Fields & Relationships..
01. Choose Master-Detail Relationship and click Next.
02. For Related To, choose object that you want to connect ( Passenger).
03. Click Next.
04. For Field Name, enter Property and click Next.
05. Click Next, Next, and Save.

Buttons and Links

Buttons and links let users interact with Salesforce data and with external websites and services, such as search engines
and online maps.
Custom buttons can:

• Connect users to external applications, such as a web page that displays a map to a contact’s address.
• Run an s-control from the s-control library, such as an s-control that escalates a case from the case detail page.
• Launch custom links.
There are three primary types of custom buttons and links.

• List button—Appears on a related list on an object record page.

• Detail page link—Appears in the Links section of the record details on an object record page.
• Detail page button—Appears in the action menu in the highlights panel of a record page.

16
Capital Info Solutions
Shyamala Plaza, Behind Mythrivanam, Amerpet, Hyderabad, Telangana State, INDIA. Ph: 8686864286
 Practical/Lab Task 12
Creating Button & Link

01. From Setup, click Object Manager under Object and Fields.
02. Click on the Object (Passenger) then click Button Link and Action.
03. Click on New Button or Link.
04. Fill as given below and Save.

Tabs

Visibility interface in salesforce for all salesforce related UI.

Type of Tabs in Salesforce
1. Custom Object Tabs - To display the data of custom objects in a user interface tab. Custom object tabs look and function
just like standard tabs.
2. Web Tabs - custom web tab are used to display any external application or web page. can include the sidebar or span
across the entire page without the sidebar.
3. Visualforce Tabs - To display data from a Visualforce page. Visualforce tabs look and function just like standard tabs.
4. Lightning Page Tabs- To make lightning component available in lightning experience.

17
Capital Info Solutions
Shyamala Plaza, Behind Mythrivanam, Amerpet, Hyderabad, Telangana State, INDIA. Ph: 8686864286
 Practical/Lab Task 13
Creating Custom Object Tab

1. From Setup,Search Tab in Quick Find Box -> Click Tabs.

2. Click New in the Custom Object Tabs related list.
3. Select the custom object (Passenger) to display in the custom tab. The label of the new tab is the same as the plural
version of the custom object label.
4. Click the Tab Style lookup icon and choose the tab style.
5. Click a tab style to select the color scheme and icon for the custom tab.
6. Choose a custom link to use as the introductory splash page when users initially click the tab.
7. Enter a description of the tab, if desired, and click Next.
8. Choose the user profiles for which the new custom tab will be available:
-->Select Apply one tab visibility to all profiles and choose Default On, Default Off, or Tab Hidden from the drop-down list.
--> Select Apply a different tab visibility for each profile and choose Default On, Default Off, or Tab Hidden from the drop-
down list for each profile.
9. Specify Tab Visibility.
10. Specify the custom apps(Airline Management) that should include the new tab.
11. Check tab Append to existing customizations users to add the new tab to your users customized display settings if they
have customized their personal display .
12. Click Save.

Material Authored, Written and Prepared by

RUPOM CHAKRABORTY

Shyamla Plaza, Behind Mythrivanam, Ameerpet ,

Hyderabad, Telangana State India
Ph : 86 86 86 42 86
18
Capital Info Solutions
Shyamala Plaza, Behind Mythrivanam, Amerpet, Hyderabad, Telangana State, INDIA. Ph: 8686864286